Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026

The AI boom is creating new business opportunities in physical infrastructure, not just software applications.

At TechCrunch Disrupt 2026, Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP and Head of Datacenter Solutions at Bloom Energy, will discuss opportunities arising from the AI infrastructure boom. Their session, "Where the AI Infrastructure Boom Is Creating Winners," on the Smart Systems Stage will focus on the physical demands of scaling AI, moving beyond software and models to address power generation, grid connections, data centers, and cooling. The discussion will explore how AI's rapid growth is straining existing infrastructure and creating new business categories. It aims to identify durable opportunities for founders and investors by examining constraints in the physical stack and how market needs are evolving. The event, taking place on October 13-15, 2026, highlights the increasing importance of physical infrastructure in AI development and deployment.

The scaling of artificial intelligence is increasingly dependent on a robust physical infrastructure, including power, data centers, and cooling, presenting new challenges and opportunities beyond software development. This session at TechCrunch Disrupt 2026 will delve into how these physical constraints are shaping the market, identifying emerging categories, and guiding founders and investors toward durable business prospects within the AI ecosystem. The focus is on recognizing where demand for solutions in energy, grid technology, and data center operations will persist, potentially leading to the next major AI-related companies solving physical-world problems.

Leaders from Ambrosia Energy and Bloom Energy will offer insights into the evolving landscape of AI infrastructure, distinguishing temporary shortages from long-term market shifts. Their discussion aims to help attendees understand which segments of the AI infrastructure stack are ripe for innovation and investment, encouraging a strategic view that looks beyond traditional AI applications. The conversation will highlight how infrastructure pressures can define new markets, offering a clearer perspective for tech leaders, founders, and investors on the physical systems critical for AI's future growth.